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About the Role
This role will lead a team of Project Managers and Implementation Consultants that onboard new clients onto the Canoe Intelligence platform. This role is pivotal in ensuring a high quality onboarding experience as well as help drive customer value realization. Your leadership will be key in driving both client satisfaction and team effectiveness.
Responsibilities
- Define, implement, and continuously optimize project management methodologies and best practices.
- Oversee the entire project portfolio, ensuring alignment with strategic objectives, effective resource allocation, and clear prioritization.
- Lead the team in driving the end-to-end planning, execution, monitoring, and closure of critical projects.
- Recruit, mentor, and develop a high-performing team of Client Project Managers.
- Act as the primary liaison between technical, product, commercial, compliance, and executive teams.
- Proactively identify, assess, and mitigate project risks and issues.
- Establish and maintain robust reporting mechanisms to provide accurate and timely project status.
- Ensure project management processes incorporate and adhere to relevant financial regulations, security protocols, and compliance requirements.
- Champion a culture of continuous learning and process improvement within the PM function.
Requirements
- 5+ years of experience in SaaS implementations, with a preference for complex, enterprise clients and/or fintech environments.
- 3+ years of people management experience, including managing team members, handling escalations, and designing process structures that drive team success.
- Strong leadership and mentorship skills, with a proven track record of developing high-performing teams.
- Technical aptitude, with the ability to understand and explain complex technology solutions.
- Excellent communication skills, both verbal and written, with the ability to influence and inspire.
- Expertise in project management, change management, and expectation management.
- Analytical, data-driven, and detail-oriented, with a proactive approach to solving problems and driving results.
- Client-centric mindset, with a genuine passion for delivering exceptional value to customers.
Skills
- Agile
- Scrum
- Kanban
- Project Management
- Change Management
- Expectation Management
Location
- Hybrid in London, UK
Work Type
- Hybrid
- Full-time
Experience Level
- Manager
Salary/Compensations
- £100,000 - £120,000 base salary + bonus & equity
Benefits
- Stipend for benefits, including medical, dental, & vision benefits
- Flexible PTO
- Pension contribution
- Flexible work from home policy
- Home office stipend
- Employee Assistance Program
- Gym/wifi reimbursement
- Education assistance
- Parental Leave
About the Company
- Canoe is reimagining alternative investment data processes for hundreds of leading institutional investors, capital allocators, asset servicing firms and wealth managers.
- Canoe’s technology automates the highly-frustrating, time-consuming, and costly manual workflows related to alternative investment document and data management, extraction and delivery.
- With Canoe, clients can refocus capital and human resources on business performance and growth, increase efficiency, and gain deeper access to their data.
- Canoe’s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm.
Equal Opportunity
- All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs.
- We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.